US Capital Trends, Q2 2023

There’s little sign yet of a respite in the U.S. slowdown. Trading of commercial real estate has slumped, prices have dropped and distress looms large. What’s next? 

Jim Costello, Chief Economist at MSCI Real Assets, provided a deep dive into the state of the U.S. market. 

Agenda topics:

• Signals on pricing and liquidity
• The squeeze on loan refinancing 
• Distress now and on the horizon
• How this downturn varies from others